See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,094 | $159,602-84.9% | $150,045-83.9% | $142,382-83.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.27% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,400 | $4,961-71.8% | $4,693-70.2% | $4,299-67.4% |
| Participant deferral / active EE | $3,783 | $8,310-54.5% | $7,997-52.7% | $6,507-41.9% |
| Admin fee / account holder | $463 | $14,846-96.9% | $13,435-96.6% | $12,624-96.3% |